PIM

Partner Investment Management Portfolio holdings

AUM $13.9M
1-Year Est. Return 49.21%
This Quarter Est. Return
1 Year Est. Return
+49.21%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$82.8M
AUM Growth
-$1.23M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
97
New
Increased
Reduced
Closed

Top Buys

1
+$4.72M
2
+$2.35M
3
+$1.73M
4
DVA icon
DaVita
DVA
+$1.59M
5
CME icon
CME Group
CME
+$1.49M

Top Sells

1
+$2.37M
2
+$1.87M
3
+$1.84M
4
AGN.PRA
Allergan plc
AGN.PRA
+$1.76M
5
AMZN icon
Amazon
AMZN
+$1.64M

Sector Composition

1 Healthcare 51.88%
2 Technology 16.84%
3 Communication Services 5.13%
4 Financials 4.11%
5 Consumer Discretionary 3.88%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$557K 0.64%
4,963
-9
52
$490K 0.56%
9,164
-718
53
$461K 0.53%
+3,233
54
$350K 0.4%
+152
55
$284K 0.33%
18,590
-7,127
56
$279K 0.32%
+8,394
57
$278K 0.32%
+8,912
58
$192K 0.22%
4,228
-121
59
$191K 0.22%
+4,388
60
$182K 0.21%
14,265
61
$175K 0.2%
40,596
-5,633
62
$156K 0.18%
6,602
63
$140K 0.16%
1,175
-2,484
64
$132K 0.15%
10,038
+4,688
65
– –
-1,073
66
– –
-33,336
67
– –
-33,325
68
– –
0
69
– –
0
70
– –
-48,124
71
– –
-7,655
72
– –
0
73
– –
-4,844
74
– –
-13,853
75
– –
-15,160
1 2
3
4